Four-Year NAND Shortage to Keep SSD Prices Rising, Phison Warns
TL;DR
Phison Electronics warns that NAND production cannot meet demand for about four years, signaling persistent SSD price increases as AI/data-center demand grows. The company is building a strategic inventory for enterprise SSDs and AI workloads, but ramping new NAND capacity is a long process—potentially four years per NAND makers—leading Phison to shift toward AI storage and platforms under its Phison 3.0 plan.
- Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030 Wccftech
- Why Are RAM Prices So High Right Now? Engadget
- A.I.-Driven Chip Crunch Leads to New Rush of Lobbying in Washington The New York Times
- Why "chipflation" is here to stay Axios
- What is ‘chipflation’ and why is it making all your electronics more expensive? The Independent
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